David ThomasNov 11, 20213 minNovember 2021 Tax PlanningNovember 11, 2021 Hello, Prior to getting into the holiday season, we wanted to reach out with some thoughts about tax planning that may...
David ThomasDec 11, 20203 minHolistic Financial PlanningHOLISTIC FINANCIAL PLANNING December 10, 2020 There has always been an interplay between attorneys, CPA and other advisors, but because...